Red Alert
Palm Beach
Naples
Palm Beach (561) 655-8700
Naples (239) 353-8700

Tax Planning And Preparation

Hafer Company, LLCAt Hafer & Company Certified Public Accountants and Consultants in Palm Beach and Naples, Florida, we offer tax preparation and tax planning services for individuals, partnerships (LLCs and LLPs), corporations, non-profit organizations, condominiums, cooperatives, and homeowners' associations.

Our CPAs and staff accountants are knowledgeable  in preparing tax returns and filing appropriate IRS tax forms. Following are the income tax forms typically filed for each type of entity:
  • Individuals: Form 1040
  • Partnerships/LLCs/LLPs: Form 1065
  • Corporations: Form 1120 or Form 1120S
  • Non-Profits: Form 990
  • Condominiums/HOAs: Form 1120 or Form 1120H
For individuals, we also provide tax preparation and tax planning services for
  • Estate, trust and gift taxes
  • Fiduciary taxes
  • Taxes on retirement accounts and benefit plans
Many people may overlook these areas when planning for their future, which is an unfortunate mistake. Estates, trusts and gifts are taxed in the highest tax bracket, so it is extremely important to consider these taxes as part of your overall tax plan.

Retirement accounts and benefit plans are also crucial to your future. From simple Roth IRAs to the most complex defined benefits plans, Hafer & Company can help you make smart financial decisions that will enable you to realize your financial and retirement goals.

Tax Planning for the Future

When it comes to tax planning, Hafer & Company is always thinking ahead to the future. We focus on your short and long-term goals in the years ahead to create the most desirable tax situation possible. We will help you determine the most advantageous way to file your taxes in order to minimize your tax liability and maximize your savings.

The U.S. tax code is incredibly complex and ever-changing. Our accountants stay on top of new developments in tax laws so that we can accurately prepare your taxes while generating substantial tax savings for you.

At Hafer & Company, we take a proactive approach to tax preparation by working in conjunction with your other professional partners who manage your finances, such as bankers, attorneys, financial advisers and insurance representatives. Working with these individuals enables us to maximize your tax advantages and avoid any unexpected surprises when it comes to your bottom line.  

For the most thorough tax planning and tax preparation services in all of Florida, call Hafer & Company Certified Public Accountants and Consultants at (561) 655-8700 in Palm Beach or (239) 353-8700 in Naples.

Palm Beach, Florida
249 Royal Palm Way, Suite 300
Palm Beach, FL 33480
Phone: (561) 655-8700
  Naples, Florida Office
649 Fifth Avenue South, Suite 200
Naples, FL 34102
(239) 353-8700